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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,096 | $99,079-28.2% | $78,002-8.9% | $273,972-74.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.5%-55.5pp | 83.0%-63.0pp |
| Annual return | 10.27% | 217.93%-207.7pp | 425.99%-415.7pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,953 | $4,306-54.7% | $3,497-44.2% | $5,287-63.1% |
| Admin fee / account holder | $1,012 | $8,954-88.7% | $5,481-81.5% | $10,133-90.0% |